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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,530 | $111,814-30.7% | $103,378-25.0% | $145,978-46.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.47% | 24.80%-19.3pp | 24.91%-19.4pp | 550.52%-545.1pp |
| Employer contribution / active EE | $4,523 | $4,215+7.3% | $3,870+16.9% | $4,662-3.0% |
| Participant deferral / active EE | $15,220 | $5,618+170.9% | $5,058+200.9% | $6,690+127.5% |
| Admin fee / account holder | $308 | $9,764-96.9% | $8,401-96.3% | $13,400-97.7% |